Thriving Dallas Health Insurance Agency Organic

Dallas, TX
Denton County


Asking Price: Annual Revenue:
Not Disclosed $400,000

Services: Financial, Accounting, Insurance


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RE: Thriving Dallas Health Insurance Agency Organic Broker: Rick Carlson
License #: 01820673
Owner Financing is Available!
If the price and deal structure is right.

Quick Facts

Asking Price: Not Disclosed
Annual Revenue: $400,000
Net Profit: Not Disclosed
Cash Flow: $590,000
Total Debt: Not Disclosed
FF&E: Not Disclosed
Real Estate: Not Disclosed
Year Established: 2003
Employees: 4
BBN Listing #: 731627574
Broker Reference #: 913 Insurance

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Business Overview:

Confidential Information Memorandum (CIM) available upon receipt of our short online NDA.

Known for custom tailored solutions in the health insurance industry, this full-service agency provides customized best in class product offerings for the clientele. A beautiful URL / domain with authority serves as the primary mousetrap for inbound leads which comes with the sale. There is a VP of sales that handles mostly all conversion activities, and a director of group/small business sales that handles the larger cases that come across the bow. The owner is looking for a semi-retirement to play more golf and is wiling to stay on as a consultant to ensure a seamless transition and assist with future marketing, sales, or strategic initiatives of the Buyer as needed. NDA is required for first round package crafted by ProNova Partners.

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Property Features and Assets:

Facilities: Relocatable.

Market Competition and Expansion:

Competition: There is plentiful competition in the insurance business. The full array of health insurance products under one roof are tailored to the individuals and small businesses owner and make the process easy and customers and employees well protected and well informed. Other brokers, PEO’s and payroll companies are common competitive threats, but the Seller’s firm stays ahead of them by taking a proactive and educational / consultative relationship with every client. Growth & Expansion: Established in the local Dallas MSA, take the brand and expand under the Seller’s current business models nationwide, plus the URL is strong for future branding & marketing purposes (included in the sale).

Reason for Selling:

Semi-retirement.

Additional Details:

  • The property is leased.
  • The owner is willing to train/assist the new owner.
  • This is not a homebased business opportunity.
  • This is not a franchise resale opportunity.

Relevant Links:

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